Kingswood Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 52,340 shares of DFAX stock, worth $1.32 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
52,340Holding current value
$1.32 Million% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
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Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
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Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
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Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
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Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio